They can win the domestic Chinese market, who has their own home grown software for everything.
Soon, those companies will move beyond China as well.
Soon, those companies will move beyond China as well.
Even Intel had trouble surviving on 14nm, hence all the contra-revenue spent to directly subsidize Intel tablets (whether they were $100 HP Stream Windows tablets, or $50 Walmart special Android tablets) to try and not get locked out of that space.
Well, maybe the fact that not so long ago it had none of that and it clearly looks like both the company and the political regime aren't having many problems getting their hands on all the missing pieces.